Scheduling Coordinator | Financial Services Firm

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We are seeking a meticulous Scheduling Coordinator to manage and optimize all scheduling activities for our advisors, client events, marketing efforts, and travel arrangements. If you're detail-oriented and thrive in a fast-paced environment, this role offers the opportunity to enhance both advisor efficiency and client engagement.

Our Scheduling Coordinator Enjoys:

• Competitive salary with bonus
• PTO
• 401k with match
• Insurance
• Dynamic work environment with growth opportunities

Our Scheduling Coordinator Has:

• Exceptional organizational and time management skills
• Strong communication and collaboration abilities
• Proficiency with scheduling software and CRM systems
• Problem-solving mindset with a focus on optimizing advisor time
• Experience with lead follow-up and client engagement

Our Scheduling Coordinator Will:

• Schedule client meetings, marketing activities, and events for advisors
• Manage travel arrangements for employees
• Follow up on leads from radio shows, workshops, and webinars
• Maintain and manage company calendars, ensuring alignment with firm goals
• Resolve scheduling conflicts and ensure smooth operations

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share. JOB ID: 146494#post

Brianne Cima

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